True Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
True Wealth Advisors, LLC
- $271 Million
- Q3 2024
A detailed history of True Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, True Wealth Advisors, LLC holds 57,554 shares of JEPI stock, worth $3.35 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
57,554
Previous 58,907
2.3%
Holding current value
$3.35 Million
Previous $3.34 Million
2.61%
% of portfolio
1.26%
Previous 1.34%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio